Best VoIP Integrations for Salesforce

Do you want to boost your sales process and manage your business communication at once? If yes, you’ve come to the right place! 💡

Salesforce integration is the key that will help your business improve customer service, automate repetitive tasks, boost team productivity, and optimize your business workflow and sales processes. 

With automation, a business can save a lot of time and never miss out on any customers.

So read the blog till the end to learn more about its benefits and the best VoIP platform to integrate Salesforce. 

Let’s get started! 👇

What is Salesforce Phone Integration?

Salesforce phone integration is connecting phone systems with Salesforce to automate call management from the same dashboard.

Salesforce integration allows businesses to seamlessly connect their phone system with various third-party apps, streamlines the calling process workflows, reduces manual tasks, and improves productivity, collaboration, and overall business efficiency.

With Salesforce integration, businesses can create a centralized communication system that allows them to eliminate switching between different platforms for complex tasks, saving them time and money. 

Integration of Salesforce (a cloud-based CRM platform) with the business phone system helps businesses manage and track customer interaction, enhance communication, and generate leads.

Example: Automated trigger-specific actions based on phone interactions, like creating follow-up tasks, updating records, or sending automated emails, help businesses generate leads and never miss a customer.

🔍 Also read: Best Zapier VoIP Integration: Automate Business Communications

What are the benefits of integrating Salesforce and VoIP phone systems?  

Integrating Salesforce and VoIP phone systems can be very beneficial for today’s fast-paced business environment. Using it, businesses can manage and track customer interactions, minimize manual work, eliminate repetitive tasks with automation, and generate leads.

Here are some of the benefits of integrating Salesforce and VoIP:

• Automated workflow and increased productivity: Salesforce features like automated call logging, click-to-dial, screen popups, and automated data management help businesses eliminate manual and monotonous tasks, simplify business processes, and boost agents’ productivity. Integrating VoIP phones with Salesforce helps businesses eliminate the need to switch between various platforms with one unified dashboard, saving time and increasing productivity for businesses.

• Enhanced Customer Relationship Management (CRM): Integrating VoIP phones with cloud-based CRM platforms like Salesforce allows automatic logging of call activities and managing and tracking customer interactions. Customer data from CRM allows businesses to deliver more personalized customer interaction and improve customer satisfaction overall.

• Enhance sales efficiency: With Salesforce integration, sales teams can access and update customer data in real time, improving efficiency and reducing manual data entry. Sales representatives can initiate calls directly from Salesforce using click-to-dial functionality. This saves time and resources, resulting in a faster response rate for customers. Integrating with Salesforce provides valuable insights into customer behavior by tracking customer interactions.

• Streamline communication: With the integration of VoIP with Salesforce, calls can be made directly, reducing the need to switch between different systems. Through its central communication system, Salesforce keeps track of all customer interactions, such as calls, emails, and notes, to help provide personalized customer service, enhance customer satisfaction, and boost agent productivity.

• Better team collaboration: Integrating VoIP phone systems with Salesforce can significantly improve team collaboration as it enables shared call records and communication history between team members to work efficiently. Customer interactions can help teams stay coordinated and deliver a unified customer experience by providing real-time updates.

• Advanced Analytics and Reporting: Through Salesforce VoIP integration, sales teams can gain valuable insights into call metrics, customer behaviors, and sales performance. These data-driven insights help businesses provide better customer service, help agents make quick decisions, and improve sales processes. Also, businesses can take advantage of call recordings and transcripts to understand customer sentiment.

• Scalability and Flexibility: As modern businesses are dynamic, Salesforce integration provides a scalable solution that enables businesses to grow over time with their communication needs. It allows you to easily add up a phone line and integrate seamlessly without any costs. Also, integration allows your team to manage calls and customer interactions more effectively. As a result, employees can provide seamless customer service and sales support anywhere at any time.

How does Salesforce VoIP integration work?

Salesforce seamlessly integrates with VoIP and other business applications, assisting businesses in connecting with customers easily, keeping track of and managing customer interaction, eliminating repetitive work, and automating sales processes.

Here is how salesforce VoIP integration works:

1. Connect your VoIP phone system with Salesforce 

Choose a reliable VoIP service provider like KrispCall and integrate the VoIP system with Salesforce using API keys, apps, or login credentials.

2. Define the trigger 

Select a specific phone event to trigger salesforce after the setup. Define triggers like leads, missed calls, and opportunities from salesforce records and automate calls to convert leads into customers right away

3. Select an action 

Select a series of actions followed by pre-defined triggers. Actions like automated dialing and call logging help you to initiate calls from Salesforce directly without switching platforms. Also, call recordings, transcriptions, or power dialers may be triggered depending on the integration.

4. Test and refine

As soon as the Salesforce setup is completed, you can test it to make sure everything is working properly. Additionally, you can customize your triggers and actions to automate your workflows and increase efficiency

✅ Check Out: Best VoIP Integrations with Zoho CRM

8 Best VoIP Salesforce Integrations in 2024

1. Dialpad Salesforce Integration

Dialpad is a VoIP provider that integrates video, voice, and messaging capabilities into a single platform. Features like IVR, caller ID, simultaneous ring, AI-powered features (call transcription, call recording, sentiment analysis), and omnichannel are some of the highlights of the Dialpad.

Integrating Salesforce with a Dialpad allows users to set up a power dialer and automate call logs and workflow.

Integrating Dialpad with Salesforce helps businesses perform calls directly from Salesforce without switching to different platforms. By automating call recording and logging, businesses can save a lot of time.

Moreover, you can reduce call handling time, personalize interactions, optimize your sales process with data-driven insights, and deliver higher customer satisfaction. The Dialpad integration is compatible with different Salesforce versions.

Dialpad’s features

• Power dialer or click to call
• Automated call logging
• Supports desktop and mobile app
• AI-powered call and voicemail transcription
• Omnichannel support

Dialpad’s Pricing

• Standard plan:$15 user/ month
• Pro plan:$25 user/ month
• Enterprise: contact the sales team

Dialpad also integrates with :

• Zendesk
• Zapier
• Microsoft teams
• ServiceNow
• Hubspot

2. RingCentral Salesforce Integration

RingCentral is a popular business phone system provider that integrates with Salesforce to automate the sales process and workflow.

RingCentral provides a user-friendly interface that allows businesses to integrate different platforms into a single dashboard. The combined dashboard consists of valuable stats, call volumes, missed calls, average call duration, and many more to enhance communication.

The RingCentral Salesforce integration allows you to schedule calls and meetings directly from Salesforce without switching platforms.

Also, with advanced features like offline call logging and multi-call log options, agents can address the most important tasks first, provide a quicker resolution, and satisfy the customer.

RingCentral’s features

• In-app calling and video meeting management
• Automate call logs and meeting scheduling
• Click to call
• Instant Popups
• High Velocity Sales (HVS)
• RingCentral unified app

Note:  The Salesforce integration is available only on the Advanced and Ultra plans.

RingCentral’s Pricing

• Essential plan: £12.99 user/ month/annually
• Standard plan: £19.99 user/ month
• Advanced Plan:£ 24.99 user/ month
• Ultra Plan:£ 29.99 per user/ month

RingCentral also integrates with :

• ServiceNow
• Microsoft Teams
• Zendesk 
• Google

3. Vonage Salesforce Integration

With 99.99% uptime, Vonage is a popular communication platform for businesses. Vonage provides its telephony service in over 40+ countries with features like unlimited calling, conferencing, and unified communication. Moreover, it provides both CaaS and UaaS solutions with different add-on features and integration options.

With Vonage telephony integration with Salesforce, sales teams can automate call logging, display client data on screen pops, and click-to-call on Salesforce. Using its intuitive interface, you can make calls, send texts, and make video calls on one platform without switching apps. 

Using the built-in browser extension, you can sync your business phone and capture call data, enhancing workflows and increasing productivity through every inbound and outbound call and delivering personalized customer service.

Vonage’s features

• Omnichannel experience 
• Click to dail 
• Built-in extension 
• Team messaging 
• Screen pops

Vonage’s Pricing

• Mobile:$14.99 user/ month
• Premium:$24.99 user/ month
• Advanced:34.99 user/ month

Vonage also integrates with :

• Connectwise
• Bullhorn
• Zendesk
• Hubspot
• Clio
• G-Suite

4. Nextiva Salesforce Integration

Nextiva is a cloud-based platform that provides unified communication solutions for businesses. It means you can call, send messages, and perform video calling all on a single platform.

By integrating the salesforce platform with Nextiva, you can seamlessly interact with other software or business applications using APIs.

Business phones can be integrated with CRMs (such as Salesforce), making it easier to track customer interactions and manage customer relationships.

As part of its Professional plan, Nextiva offers a basic Salesforce integration, which allows you to sync call data and notes between both platforms. By automating your calls and tasks, you will be able to improve communication and save time for business, as well as provide top-notch and personalized customer service.

Nextiva ’s features

• Conference meeting 
• Automatic call logging and tasks
• Screen pops
• Auto attendant 
• Voicemail transcription 

Nextiva ’s Pricing

• Essential: $18.95 user/mo
• Professional: $22.95 user/mo
• Enterprise:$32.95 user/mo

Nextiva also integrates with:

• Hubspot
• Microsoft Dynamics 365
• Ms Outlook
• Sugar CRM
• Oracle

🔖 You might find it interesting: Best HubSpot Phone System Integrations for Smooth Calling

5. 8×8 Salesforce Integration

8×8 is a business VoIP provider that provides UCaaS and CCaaS phone systems. 8×8 provides various built-in communication capabilities, allowing users to call and send messages seamlessly in a unified platform. 

Integrating an 8×8 business phone system with Salesforce enables an abundance of features like IVR, screen pops, call notes, click-to-call, and call queuing. This VoIP integration with Salesforce helps the sales team provide better customer service and helps generate leads.

8×8 Salesforce Integration allows automation in call logging, contact history, and sales and service workflow, which can save time and money for businesses.

Moreover, salesforce integration provides interaction analytics, sentiment analysis, and quality metrics that will help the sales team make informed decisions and provide better customer service.

8×8’s features

• IVR
• Intelligent routing 
• Call notes
• Screen pop
• Call barge

8×8’s Pricing

• Contact the sales team 

8×8 also integrates with :

• Zoho
• Microsoft Teams
• NetSuite
• Copper
• Freshdesk

6. GoToConnect Salesforce Integration

GoToConnect is another VoIP provider that integrates seamlessly with Salesforce. GoTo connects several communication platforms into a single platform called the GoTo suite.

Integrating GoToConnect with Salesforce allows sales and marketing professionals to enhance their sales processes with automation in repetitive and monotonous tasks. Also, its all-in-one platform helps businesses in call tracking, monitoring, and easily syncing contacts.

GotoConnect is an excellent salesforce VoIP integration that provides integrated analytics for the sales team. With this, businesses can easily view call summaries within Salesforce, including completed/missed calls and call duration.

Also, you can combine the leads with other CRM data for additional insights. This helps you to improve communication with customers and manage leads and opportunities.

GoToConnect’s features

• Automated call logs
• One-click callback
• Do not call the field
• Call Disposition
• Integrated analytics

GoToConnect’sPricing

• Basic: $24 user/month
• Standard: $29 user/month
• GoToConnect add-ons: Contact the sales team

GoToConnect also integrates with :

• Zendesk
• Zoho
• Google 
• Hipchat
• RevenueWel

7. Ooma Salesforce Integration

Ooma is a cloud-based phone system providing communication solutions for businesses. Salesforce integration with Ooma allows users to gather customer information on the Ooma Office platform while making or receiving a call within the Salesforce app. 

You can automate call logs, seamlessly sync data, and connect call data with CRM. So, whenever a call is placed or received, a call task with the time and duration, with any call notes, will be created automatically on the matching CRM record. This helps the sales team to generate leads, manage sales processes, and track customers.

Also, businesses can integrate Ooma with Salesforce Lightning and the Essentials, Professional, Enterprise, and Unlimited Salesforce editions. You can manage sales processes, enhance agent productivity, streamline communication, and provide tailored customer service.

Ooma’s features

• Click to call
• Automated call logging 
• Screen pops
• Unified platform 
• Workflow automation 

Ooma’s Pricing

• Essential: $19.95 user/month
• Pro: $24.95 user/month
• Pro Plus: $29.95 user/ month

Ooma also integrates with :

• Office 365
• Microsoft Dynamics 365
• Google

8. Zoom Phone Salesforce Integration

Zoom phone integration is a beneficial tool for businesses looking to streamline communication, provide personalized customer service, and enhance the productivity of the agent.

This integration allows the sales team to initiate calls directly from Salesforce without switching platforms, which helps save time and reduce monotonous work.

Also, businesses can connect call data with CRM, which helps the sales team manage, track, and monitor call interactions.

Moreover, integrating Zoom phone with Salesforce business can improve customer service and business communication, and monitor call activities and agent performance in real-time.

Zoom’s features

• Click to call
• Automated call logs and call recording 
• Zoom phone widget
• Real-time call analytics 
• Screen pops

Zoom’s Pricing

• Contact the sales team.

Zoom also integrates with :

• WebEx
• Microsoft Teams 
• Google Workspace
• Zendesk 
• Hubspot

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Tips to Choose the Right Salesforce Integration

Choosing the right salesforce phone integration is important as It helps businesses unlock the full potential of automated communication, streamline workflow, boost their sales team’s efficiency, manage sales processes, and improve overall customer communication.

The following are some tips for choosing the right Salesforce Phone integration for your business:

1. Identify your business needs

• Consider the features that the business or sales team requires or lag
• Ensure compatibility with your existing software or tools
• Analyze call volume and types of calls your business receives.

2. Budget consideration

• Analyze your budget and provider pricing.
• Make sure it comes within your budget.

3. Customization option

• Look for Salesforce integrations that offer customization to meet the sales team’s needs and consist of all the features to handle sales calls better.
• Make sure it provides scalability and flexibility options

4. Customer Support

• Make sure the integration provider offers good customer support (Check the reliability of the agents)
• Ask for a free trial test, make sure it’s compatible and aligned with your business needs, and then pay.

5. Users Review

• Conduct detailed research to check their reviews and compare them with their competitors.

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Conclusion

Integrating your business phone system with Salesforce is a great choice for businesses today to manage your sales processes and enhance your business communication. Features like call notes, call recordings, screen pops, and click-to-call help businesses instantly perform calls to customers over Salesforce without switching any platforms. 

Also, Integrating salesforce into your VoIP system helps businesses automate tasks like call logging, and recording and provides valuable insights into customer interaction. These insights and data help the sales and support team to provide customized customer service, improve forecasting, and streamline the sales process.

FAQ

Can KrispCall integrate with Salesforce?

Krispcall is currently in the process of integrating with Salesforce. So, you will soon be able to manage, track, and review the sales and call data.

Does Salesforce integrate with other apps?

Yes, salesforce can integrate with over 4,000 apps.

Can Salesforce connect to WhatsApp?

Yes, you can connect Salesforce to WhatsApp. This integration helps businesses enhance customer communication and provide valuable data and insight to deliver personalized sales services to customers.